Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| Price (T.Rowe) Small Cap Stock Fund | Jun 30, 2023 | 626.3K | 10.2M | 4.0% |
| Price (T.Rowe) Institutional Small-Cap Stock Fund | Jun 30, 2023 | 371.4K | 6.0M | 2.4% |
| Price (T.Rowe) U.S. Small-Cap Core Equity Trust | Jun 30, 2023 | 244.6K | 4.0M | 1.6% |
| Manning & Napier Real Estate Series Fund | Aug 31, 2023 | 241.8K | 3.9M | 1.6% |
| Price (T.Rowe) U.S. Small Cap Stock Trust | Jun 30, 2023 | 20.8K | 337.8K | 0.1% |
| Manning & Napier Pro Blend Extended Term Series Fund | Aug 31, 2023 | 15.1K | 241.2K | 0.1% |
| Price (T.Rowe) Spectrum Moderate Growth Allocation Fd | Jun 30, 2023 | 15.4K | 250.4K | 0.1% |
| MassMutual Select T.R. Price Small & Mid Cap Blend Fund | Jun 30, 2023 | 8.8K | 143.2K | 0.1% |
| Price (T.Rowe) Spectrum Moderate Allocation Fd | Jun 30, 2023 | 8.6K | 139.5K | 0.1% |
| Manning & Napier Pro Blend Moderate Term Fund | Aug 31, 2023 | 6.9K | 110.7K | 0.0% |
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Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.